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Course

Personal Lines

(2767) Building a High-Performance PL Pipeline with Applied Epic Opportunities, Applied Marketing Automation and Applied CSR24


Content Level: Basic

Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, IT/Operations Manager, Office Manager, Marketing Manager/Specialist, Owner/Principal

Products: Applied CSR24, Applied Epic, Applied Marketing Automation, Applied Mobile

Wednesday, September 30, 2026
11:00 AM - 12:00 PM East Coast USA Time
This course explores how Applied Epic® Sales Opportunities, Applied Marketing Automation®, and Applied CSR24® work together to build a strong, repeatable personal lines sales process. Participants will learn how to track and qualify leads in Applied Epic, use automation to deliver timely, personalized marketing touches, and leverage Applied CSR24 self-service tools to keep clients engaged. The presenter will also cover best practices for managing an ever-changing sales pipeline, improving visibility, follow-up, and conversion at every stage.